Windward Private Wealth Management Inc. Vanguard Intermediate Term Tre Transaction History

Windward Private Wealth Management Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$56.93 - $59.05 $325,696 - $337,825	-5,721 Reduced 12.48%	40,124 $2.29 Million
Q2 2023 Jul 20, 2023	SELL	$58.61 - $60.65 $15,179 - $15,708	-259 Reduced 0.56%	45,845 $2.69 Million
Q1 2023 Apr 24, 2023	SELL	$57.72 - $60.39 $200,172 - $209,432	-3,468 Reduced 7.0%	46,104 $2.76 Million
Q4 2022 Jan 25, 2023	BUY	$57.14 - $59.67 $521,745 - $544,846	9,131 Added 22.58%	49,572 $0
Q3 2022 Oct 26, 2022	SELL	$57.73 - $62.32 $488,164 - $526,977	-8,456 Reduced 17.29%	40,441 $2.36 Million
Q2 2022 Jul 19, 2022	BUY	$59.34 - $62.5 $1.29 Million - $1.36 Million	21,778 Added 80.31%	48,897 $2.99 Million
Q1 2022 May 10, 2022	SELL	$62.43 - $66.15 $2.93 Million - $3.11 Million	-46,988 Reduced 63.41%	27,119 $1.71 Million
Q4 2021 Feb 08, 2022	BUY	$66.4 - $67.68 $683,056 - $696,224	10,287 Added 16.12%	74,107 $4.93 Million
Q3 2021 Oct 29, 2021	BUY	$67.44 - $68.68 $89,830 - $91,481	1,332 Added 2.13%	63,820 $4.31 Million
Q2 2021 Jul 29, 2021	BUY	$67.21 - $68.13 $3.56 Million - $3.61 Million	52,928 Added 553.64%	62,488 $4.24 Million
Q1 2021 May 06, 2021	BUY	$67.23 - $69.45 $344,620 - $356,000	5,126 Added 115.61%	9,560 $643,000
Q4 2020 Jan 26, 2021	BUY	$69.32 - $70.41 $307,364 - $312,197	4,434 New	4,434 $308,000

754

386M

26.7K

12K

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